Taft-Hartley

Marquette Associates serves more than 110 Taft-Hartley clients  — from million-dollar locals to multi-billion dollar internationals. Our Taft-Hartley clients benefit from over 35 years of experience with everything from pension reform and its effect on multi-employer pension funds to defined contribution plans. The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with union actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.

Taft-Hartley Investment Expertise

  • Defined benefit
  • Defined contribution
  • Annuity
  • Self-insurance
  • Training
  • Vacation

Featured Experts

Miguel Zarate | Managing Director

Miguel leads the firm's Taft-Hartley practice area and serves on the firm’s executive committee.

Brian Wrubel | Chief Executive Officer

Marquette's CEO, Brian has been with the firm for over 35 years and serves as the chairman of the firm's board of directors and executive committee.

Greg Leonberger, FSA, EA, MAAA, FCA | Director of Research, Managing Partner

Marquette's Director of Research, Greg is a fully credentialed actuary and has over 25 years of investment experience.

Jessica Noviskis, CFA | Portfolio Strategist, OCIO Services

Jessica is Marquette’s OCIO committee chair and collaborates with consultants and the research team to determine portfolio strategy for the firm’s OCIO clients.

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